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TD Bank Wealth Management : Company Profile and SWOT Analysis

VIEWS: 23 PAGES: 15

  • pg 1
									TD Bank Wealth Management

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TD Bank Wealth Management                                                  Key Employees
                                                                           Name                       Job Title
Fast Facts
                                                                                                      Chief Operating Officer -
                                  TD Tower                                 Bharat Masrani
Headquarters Address
                                                                                                      TD Bank Group
                                  55 King Street West, Toronto, M5K 1A2,
                                  Canada                                                              Executive Vice President -
                                                                                                      Epoch Investment
Telephone                         + 1 416 9822322                          Bill Priest                Partners, Wealth
                                                                                                      Management, TD Bank
Fax                               N/A                                                                 Group
                                                                                                      Chairperson - TD Bank
                                  www.td.com/about-tdbfg/our-              Brian M. Levitt
Website                                                                                               Group
                                  business/index.jsp
                                                                                                      Executive Vice President -
Ticker Symbol, Stock Exchange     N/A                                                                 Asset Management and
                                                                           Brian Murdock              Client Solutions, Wealth
Number of Employees               N/A                                                                 Management, TD Bank
                                                                                                      Group
Fiscal Year End                   October
                                                                                                      Head - Group - Finance,
                                                                                                      Sourcing, and Corporate
                                                                           Colleen Johnston           Communications, Chief
Revenue (in US$ million)          3,113.00
                                                                                                      Financial Officer, TD Bank
                                                                                                      Group
                                                                                                      Deputy Chairperson - TD
                                                                           Frank McKenna
                                                                                                      Bank Group
                                                                                                      Chief Executive Officer -
                                                                           Fred Tomczyk               TD Ameritrade, President -
SWOT Analysis                                                                                         TD Ameritrade
                                                                                                      Executive Vice President -
Strengths                         Weaknesses                               Leo Salom                  Wealth Management, TD
                                                                                                      Bank Group
Acquisition of Epoch Investment                                                                       Chief Risk Officer - TD
                                  Fee-based business model                 Mark Chauvin
Partners                                                                                              Bank Group
                                                                                                      Head - Group - US
Growing AuM                       Litigations                                                         Banking, TD Bank Group,
                                                                           Mike Pedersen              President and Cheif
                                  Parent company’s increasing efficiency                              Executive Officer, TD
Strong Financial Performance
                                  ratio                                                               Bank N.A.
Opportunities                     Threats
                                                                           Company Overview
Changing demographics             Changing client expectations

                                  Proposed US regulations on foreign       TD Bank Wealth Management is the private
Growth in HNWIs in Canada                                                  banking and wealth management arm of
                                  banks
                                                                           Toronto-Dominion Bank, which is based in
Increasing focus on wealth
management by Canadian banks
                                  Strong competition                       Canada. The bank offers its services through its
                                                                           subsidiaries – TD Waterhouse, TD Asset
                                                                           Management, TD Wealth, TD Ameritrade, TD
                                                                           Direct Investing and TD Canada Trust. TD Bank
                                                                           Wealth Management offers a broad range of
                                                                           private banking and wealth management
                                                                           services to high-net-worth individuals (HNWIs
                                                                           have a net worth of US$1 million or more,
                                                                           excluding their primary residence) and wealthy
                                                                           families. Services offered by the bank include
                                                                           financial planning, trust and estate planning,
                                                                           investment management, investment advisory,
                                                                           portfolio management, mutual funds, and trading
                                                                           services in equities and fixed income securities.

                                                                           Key Competitors
                                                                           BMO Private Client Group

                                                                           CIBC Private Wealth Management

                                                                           National Bank of Canada Wealth Management

                                                                           RBC Wealth Management (Ticker: RY)

                                                                           Scotiabank Private Banking




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TD Bank Wealth Management - SWOT Profile                                                                          Page 1
TD Bank Wealth Management

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TABLE OF CONTENTS

1     Business Analysis .............................................................................................................................. 4
    1.1      Company Overview ......................................................................................................................................... 4
    1.2      Business Description ....................................................................................................................................... 5
    1.3      Major Products and Services ........................................................................................................................... 6
2     SWOT Analysis ................................................................................................................................... 7
    2.1      SWOT Analysis - Overview .............................................................................................................................. 7
    2.2      Strengths ...........................................................................................................................
								
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